Trivium Point Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Trivium Point Advisory's LMBS Position: Q1 2026 in Review
Trivium Point Advisory opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026: 18,037 shares worth $898K. The stake represents 0.16% of the portfolio and ranks #136 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in LMBS as recently as Q3 2024.
Trivium Point Advisory first reported a position in LMBS in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.36M in Q3 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Trivium Point Advisory held 18,037 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $898K as of Q1 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Trivium Point Advisory position in Q1 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of Trivium Point Advisory's portfolio in Q1 2026, its #136 holding.
- Trivium Point Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 3 quarters since.
- Trivium Point Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.36M in Q3 2024.
- 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.